Early Q3 earnings reports indicate U.S. consumers remain 'resilient' despite high inflation, though some companies show signs of strain. Companies like Royal Caribbean, Coca-Cola, and UPS reported steady consumer spending, with Royal Caribbean seeing a 9% increase in guests and strong 2027 bookings, and UPS raising its full-year forecast. However, appliance maker Whirlpool missed Q3 expectations and cut its full-year guidance, with North American net sales falling over 8% year-over-year. Retail sales rose 0.8% in September, boosted by gas station spending, following a 1.3% jump in August.